Westpac Sustainability Fund - Australian Shares

For more information
call 131 817

Investment objective
The fund aims to provide capital growth plus some income over the recommended investment timeframe of five years or more, with a strong focus on sustainability (maintaining long-term growth without causing environment or social damage).

Investment strategy
Invests in shares of Australian companies that demonstrate best-of-sector sustainability performance (as determined by Monash Sustainability Enterprises and us).

Investments are diversified across industry sectors and favour companies with a higher sustainability ranking. Lower ranking companies are selected only if needed to manage overall investment risk. This excludes companies that directly mine or use uranium for power generation.

Asset type Range

Cash (0-10%)

Australian shares (90-100%)

View information about other funds in this product range

Want to invest more?

Consider a margin loan where you can choose from over 660 approved Australian securities.

Get financial advice

Find out what to expect and how to arrange a meeting with no obligation.

Call us on 131 817
select option 5
Monday to Friday
8.00am - 6.30pm (AEST)

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General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers.

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Investments in a Fund are not investments, deposits with, or other liabilities of, and are not guaranteed by, Westpac Banking Corporation or member companies of the Westpac Group. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested.